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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,573 | $202,342-84.9% | $172,752-82.3% | $152,897-80.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.16% | 1029.83%-1006.7pp | 802.97%-779.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,198 | $5,858-79.6% | $5,144-76.7% | $4,764-74.9% |
| Participant deferral / active EE | $2,994 | $5,948-49.7% | $5,198-42.4% | $5,851-48.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |